Turning Point Financial | Helping You Navigate Personal Finance

Michigan Pulls $600 Million From Ken Fisher After Lewd Remarks

I wanted to post this article about Ken Fisher because I know first hand how aggressively he markets his company to retired investors. I'm not one to ever try to disparage my competition in any way. But I think everyone should know the true nature of this organization that is constantly running ads on TV,…

Retirement expert: Americans can ‘catch up’ on savings shortfall

I want to make a very important point that the majority of my clients have saved the bulk of their retirement nest egg in the last 10 years of their working years. During this 'golden decade', as I like to call it, you're at your peak earning years, and your expenses are lower than they've…

New Scam Involves Fake Property Tax Liens

With scam artists hard at work all year, taxpayers should watch for new versions of tax-related scams. One such scam involves fake property liens. It threatens taxpayers with a tax bill from a fictional government agency. This is a new twist on an old scam because of the realistic looking letter. Many people have been…

Can Driving Habits Affect Your Retirement?

Most of us probably don't think about how our driving habits relate to other aspects of our lives. Sure, paying a speeding ticket is a bummer. And a car accident will ruin anyone's day. But did you ever think that being a bad driver could have an impact on your retirement? I know I didn't...until…

You've probably been hearing some news lately about how the yield curve has gone inverted recently. You man be wondering, "What is an inverted yield curve? And why does that matter to me?" These are two great questions, and important ones too! Check out this really cool video of the history of the treasury yield…

Accident expense insurance helps cover your out of pocket costs for deductibles and coinsurance.

It makes financial sense to downsize your home as you prepare for retirement. Here’s why.

Great article from USA Today, by Adam Shell Sharon Greenthal always dreamed of living in a cottage by the sea. So when the freelance writer and blogger became an empty nester after her two kids left home following college, she turned that dream into real life: She replaced a 2,400 square-foot home in suburban Rossmoor, California, with a cozy, 1,500-square-foot cottage…

If you're like most investors in America, 2018 was not your favorite year when it comes to your investments. After nearly a decade of great returns in the stock market, 2018 really poured some cold water on the party. The S&P 500 index was down -4.38% (if you include reinvested dividends) for the year. That's…

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Michigan Pulls $600 Million From Ken Fisher After Lewd Remarks

Retirement expert: Americans can ‘catch up’ on savings shortfall

Can Driving Habits Affect Your Retirement?

What Does An Inverted Yield Curve Mean?

Accident Expense Insurance

It makes financial sense to downsize your home as you prepare for retirement. Here’s why.

How was 2018 for you?

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